ALSO IN WEALTH ADVISER

For example, Cleveland-based adviser Molly Bernet Balunek had to submit to an interview and pay her own way to a meeting in Austin, Texas, with DFA executives before she was approved, she tells Bloomberg.

“It is a two-way evaluation process--Dimensional wanted to understand my business structure and investment philosophy as much as I wanted to understand theirs,” Ms. Balunek said.

Such a sales process has helped Dimensional attract the third-most money last year after Vanguard Group and
J.P. Morgan Chase.